“Unprecedented times” doesn’t quite mean anything anymore, does it? 

We’re all pretty numb to the insanity of AI company CapEx, tariff shenanigans, and ~5x gains in just a year (ahem, HOOD).

And yet, we have to keep trying to understand the market, make sense of it all, and take the best trades we can with the information we’re given. 

Good news is, you’re not alone. We’ve got you covered.

Today’s key headlines:

Let’s get cooking.

In partnership with Roku

Meta, Google, and Microsoft just reported record profits — and record AI infrastructure spending:

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_{This is a paid advertisement for RAD Intel made pursuant to Regulation A+ offering and involves risk, including the possible loss of principal. The valuation is set by the Company and there is currently no public market for the Company's Common Stock. Nasdaq ticker “RADI” has been reserved by RAD Intel and any potential listing is subject to future regulatory approval and market conditions. Investor references reflect factual individual or institutional participation and do not imply endorsement or sponsorship by the referenced companies. Please read the offering circular and related risks at invest.radintel.ai.}

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Markets bounced back on Wednesday as investors shook off Tuesday's tech sell-off.

Snapchat (SNAP) shares are up 25% after an absolutely legendary earnings call: the company posted huge earnings and revenue beats AND announced a $400 million partnership with Perplexity for conversational AI AND declared a $500 million stock buyback.

Robinhood (HOOD) shares are down even though the company beat earnings and revenue expectations yesterday (it doubled its revenue year over year!). That’s because it failed to meet transaction-based revenue expectations specifically, which is another way to say “trading activity was lower than expected.” The actual transaction-based revenue was $730 million vs. StreetAccount’s $739 million estimate.

OpenAI’s CFO appeared to float the idea of a government bailout or funding… just days after CEO Sam Altman snipped at an investor for asking how the company can spend $1.4 trillion but only make $13 billion a year (The clip is pretty rough). But later that day, the CFO walked her “federal backstop” comments back on LinkedIn. Regardless, It’s not a good look for the company that’s at the forefront of the AI race; or at least, that wants us to believe it’s still at the forefront. After a lackluster GPT-5 launch earlier this year and strange PR moments like these, you have to ask: is OpenAI (and all the publicly traded companies heavily invested in it like NVDA, MSFT) in trouble?

Apple is tapping Google’s Gemini for a Siri AI overhaul. And it’s about time, in our opinion, because even though Apple has had a 15-year first-mover advantage in AI (Siri launched in 2010), they have seemingly done nothing to advance their own AI tech. All their competitors have left them in the dust. Still, it doesn’t seem to matter much, as Apple is the second-largest company in the world behind Nvidia. Obviously, selling the next iPhone with barely any changes made is still working!

Tesla shares surged 4% ahead of Thursday's shareholder meeting, where investors will vote on Elon Musk's $1 trillion pay package. Norway's $1.9 trillion sovereign wealth fund announced it will vote against the compensation plan, citing concerns about "the total size of the award, dilution, and lack of mitigation of key person risk." Because apparently even trillion-dollar funds have spending limits.

Nvidia CEO Jensen Huang warned that China “will win” the AI race with the US thanks to lower energy costs and faster infrastructure buildouts. NVIDIA's stock slipped 1.7% on the remarks, which came as the company faced tighter export restrictions and growing competition from AMD and Qualcomm.

President Trump called Fed Chair Jerome Powell a Nincompoop on live TV. That’s it, that’s the story.

“One day and 1-2% is not a correction, its a blip. We are going to get another V correction like last April.”

MoviePass, the subscription service with a legendary flameout and comeback story featured in an HBO documentary, is letting fans own a piece of its next chapter. Original co-founder Stacy Spikes bought the company back, grew it to $14 million in annual recurring revenue, and has powered 2.8 million movie visits since the relaunch.

Now, MoviePass is building Mogul, a fantasy sports-style prediction market for Hollywood that already has a 630,000-person waitlist. Backed by Animoca Brands and the Sui Foundation, the company is raising capital to build the "DraftKings for movies." See the full campaign →

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That’s all for today. Did we miss anything? Smash the reply button to let me know.

Cheers,
Brandon & Blake of Invested Inc